PETS · Petmed Express Inc · Holdings
The latest filing states the doubt was alleviated.
“During the three months ended June 30, 2026, management's assessment identified certain conditions and events that, when considered in the aggregate, raised substantial doubt about the Company's ability to continue as a going concern. ... Management determined that these plans are probable of being effectively implemented and are probable of mitigating the conditions that raised substantial doubt. As of the issuance of these financials, management has concluded that substantial doubt about the Company's ability to continue as a going concern for the next twelve months is alleviated by these plans.”View the 10-Q filed Aug 13, 2026
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 49 13F filersWho Holds PETS
Last 8 quarters through Sep 30, 2026 (filing window open)Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Jun 30, 2026, the newest closed quarter: 49 filers, like-for-like change -22.5%; actively managed books -32.6%; index-like books -0.4%.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Registered adviser | 65.2% | 21 | -19.8% |
| Adviser | 4.6% | 1 | -71.3% |
| Bank | 6.2% | 6 | -26.1% |
| Non-US | 0.2% | 2 | -0.1% |
| Holding company | 12.6% | 4 | +3.0% |
| Broker-dealer | 0.0% | 0 | -100.0% |
| Exempt adviser | 0.0% | 0 | — |
| Benefit plan | 0.0% | 0 | — |
| Unknown | 11.2% | 15 | +20.2% |
| Style | Share | Filers | Change |
|---|---|---|---|
| Index-like | 40.4% | 7 | -0.4% |
| Systematic-like | 4.6% | 5 | +32.9% |
| Concentrated | 4.2% | 4 | +0.1% |
| Diversified active | 50.8% | 33 | -37.1% |
| Not measured | 0.0% | 0 | — |
| Unknown | 0.0% | 0 | — |
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Low turnover | 27.6% | 24 | -19.0% |
| Medium turnover | 41.2% | 12 | -38.0% |
| High turnover | 6.6% | 9 | +72.8% |
| Unknown | 24.6% | 4 | -0.3% |
| Not measured | 0.0% | 0 | — |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Short horizon | 28.9% | 9 | +6.9% |
| Medium horizon | 14.6% | 8 | +7.7% |
| Long horizon | 54.7% | 31 | -37.0% |
| Unknown | 1.8% | 1 | +14.5% |
| Not measured | 0.0% | 0 | — |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| Under $1B | 8.7% | 7 | -2.0% |
| $1B to $10B | 5.7% | 11 | -0.9% |
| $10B to $100B | 33.1% | 10 | -38.1% |
| $100B or more | 52.5% | 21 | -13.8% |
| Not measured | 0.0% | 0 | — |
| Client base | Share | Filers | Change |
|---|---|---|---|
| Individuals and high net worth | 1.9% | 8 | -36.6% |
| Pooled investment vehicles | 32.6% | 7 | -0.6% |
| Registered funds and BDCs | 30.8% | 6 | -32.6% |
| Diversified | 0.0% | 0 | — |
| Corporations | 0.0% | 0 | — |
| Governments and sovereign funds | 0.0% | 0 | — |
| Other investment advisers | 0.0% | 0 | — |
| Unknown | 34.8% | 28 | -27.0% |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| Hedge funds | 34.3% | 7 | -25.5% |
| Venture capital funds | 0.0% | 1 | 0.0% |
| Real estate funds | 0.0% | 1 | 0.0% |
| Other private funds | 6.7% | 3 | -32.4% |
| No private funds | 24.2% | 9 | -2.1% |
| Private equity funds | 0.0% | 0 | -100.0% |
| Unknown | 34.8% | 28 | -27.0% |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 96.1% | 44 | -22.5% |
| Outside the US | 3.9% | 5 | -22.8% |
The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Conviction and Crowding
49 13F filers, quarter ended Jun 30, 2026Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.
Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).
Estimated Holder Cost Basis
Quarter ended Jun 30, 2026, on that quarter's share basisEstimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.
Estimated cost covers 21.8% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.
Shareholder Targets
13F filers that own its peers but not PETS, quarter ended Jun 30, 2026PETS has no holder-overlap peers, so these filers hold the largest Healthcare stocks: LLY, JNJ, ABBV, UNH, MRK, TMO, AMGN, AZN, GILD, ABT, ISRG, VRTX, CVS, DHR, SYK, BMY, PFE, MDT, MCK, ELV. 6,240 filers in all.
| # | Filer | In peers | Largest peers |
|---|---|---|---|
| 1 | VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active | $116,012,260,024 20 held | LLY, JNJ, ABBV |
| 2 | LILLY ENDOWMENT INC Unknown, Unknown | $108,400,867,760 1 held | LLY |
| 3 | JPMORGAN CHASE & CO Bank, Diversified active | $92,751,126,760 20 held | LLY, JNJ, ABBV |
| 4 | Capital World Investors Adviser, Diversified active | $89,827,396,720 14 held | LLY, VRTX, UNH |
| 5 | NORGES BANK Non-US, Index-like | $70,478,623,091 20 held | LLY, JNJ, ABBV |
| 6 | PNC FINANCIAL SERVICES GROUP, INC. Bank, Concentrated | $67,493,367,200 20 held | LLY, JNJ, ABBV |
| 7 | Capital Research Global Investors Adviser, Diversified active | $66,678,636,531 16 held | LLY, VRTX, ABBV |
| 8 | WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active | $62,277,671,744 20 held | LLY, MRK, JNJ |
| 9 | BANK OF AMERICA CORP /DE/ Bank, Diversified active | $57,925,881,972 20 held | LLY, JNJ, ABBV |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC Registered adviser, Diversified active | $56,501,508,732 20 held | UNH, LLY, MRK |
Fund Ownership of PETS by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 5.70% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 1.33% | 288,315 |
| Index ETFs | 4.37% | 948,157 |
| Active ETFs | 0.98% | 211,695 |
| Active funds | 2.60% | 562,901 |
| Unclassified | 1.98% | 428,152 |
| All registered funds | 11.25% | 2,439,220 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large RENAISSANCE TECHNOLOGIES LLC Registered adviser | $2,171,961 | 24.35% | 1,131,230 | Shares | 2026-08-13 | |
| Mega VANGUARD CAPITAL MANAGEMENT LLC Registered adviser | $1,588,602 | 17.81% | 827,397 | Shares | 2026-08-13 | |
| Mega BlackRock, Inc. Holding company | $1,091,047 | 12.23% | 568,255 | Shares | 2026-08-07 | |
| Large FEDERATED HERMES, INC. Adviser | $407,365 | 4.57% | 212,170 | Shares | 2026-08-12 | |
| Mega GEODE CAPITAL MANAGEMENT, LLC Registered adviser | $391,824 | 4.39% | 204,075 | Shares | 2026-08-12 | |
| Micro STEEL PARTNERS HOLDINGS L.P. | $371,834 | 4.17% | 193,664 | Shares | 2026-08-07 | |
| Mega UBS Group AG Bank | $265,592 | 2.98% | 138,330 | Shares | 2026-08-13 | |
| Mega PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser | $249,471 | 2.80% | 129,933 | Shares | 2026-08-14 | |
| Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC Registered adviser | $232,412 | 2.61% | 121,048 | Shares | 2026-08-14 | |
| Small Rangeley Capital, LLC Registered adviser | $232,320 | 2.60% | 121,000 | Shares | 2026-08-14 | |
| Mega VANGUARD FIDUCIARY TRUST CO | $212,123 | 2.38% | 110,481 | Shares | 2026-08-13 | |
| Mega STATE STREET CORP Bank | $201,932 | 2.26% | 105,173 | Shares | 2026-09-22 | |
| Small Formidable Asset Management, LLC Registered adviser | $164,257 | 1.84% | 85,551 | Shares | 2026-07-17 | |
| Large Empowered Funds, LLC Registered adviser | $158,108 | 1.77% | 82,348 | Shares | 2026-08-17 | |
| Large TUDOR INVESTMENT CORP ET AL Registered adviser | $156,301 | 1.75% | 81,407 | Shares | 2026-08-14 | |
| Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Registered adviser | $152,645 | 1.71% | 79,503 | Shares | 2026-08-13 | |
| Mega CITADEL ADVISORS LLC Registered adviser | $142,323 | 1.60% | 74,127 | Shares | 2026-09-02 | |
| Mega DIMENSIONAL FUND ADVISORS LP Registered adviser | $115,877 | 1.30% | 60,353 | Shares | 2026-08-11 | |
| Mid UMB Bank, n.a. | $115,200 | 1.29% | 60,000 | Shares | 2026-08-13 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $91,647 | 1.03% | 47,733 | Shares | 2026-08-14 | |
| Mega NORTHERN TRUST CORP Bank | $81,893 | 0.92% | 42,653 | Shares | 2026-08-13 | |
| Mid XTX Topco Ltd | $80,511 | 0.90% | 41,933 | Shares | 2026-08-14 | |
| Mid SIMPLEX TRADING, LLC | $47,702 | 0.53% | 24,845 | Shares | 2026-08-12 | |
| Large IMC-Chicago, LLC | $44,014 | 0.49% | 22,924 | Shares | 2026-08-06 | |
| Large TUDOR INVESTMENT CORP ET AL Registered adviser | $29,568 | 0.33% | 15,400 | Call | 2026-08-14 | |
| Large Jain Global LLC Registered adviser | $26,148 | 0.29% | 13,619 | Shares | 2026-08-14 | |
| Mega AMERICAN CENTURY COMPANIES INC | $24,712 | 0.28% | 12,871 | Shares | 2026-08-12 | |
| Mega MORGAN STANLEY Holding company | $22,278 | 0.25% | 11,604 | Shares | 2026-08-13 | |
| Mega BNP PARIBAS ARBITRAGE, SA Non-US | $17,637 | 0.20% | 9,186 | Shares | 2026-08-13 | |
| Mega Vanguard Global Advisers, LLC Registered adviser | $15,590 | 0.17% | 8,120 | Shares | 2026-08-13 | |
| Large OSAIC HOLDINGS, INC. Holding company | $6,771 | 0.08% | 3,527 | Shares | 2026-08-14 | |
| Mid SBI Securities Co., Ltd. Non-US | $2,148 | 0.02% | 1,119 | Shares | 2026-07-23 | |
| Small Bank & Trust Co | $1,135 | 0.01% | 823 | Shares | 2026-10-07 | |
| Mid HARBOUR INVESTMENTS, INC. Registered adviser | $1,036 | 0.01% | 540 | Shares | 2026-08-12 | |
| Large Allworth Financial LP | $948 | 0.01% | 494 | Shares | 2026-08-11 | |
| Mega JONES FINANCIAL COMPANIES LLLP | $796 | 0.01% | 415 | Shares | 2026-08-14 | |
| Mid MCF Advisors LLC Registered adviser | $768 | 0.01% | 400 | Shares | 2026-08-12 | |
| Micro Ascentis Independent Advisors | $683 | 0.01% | 356 | Shares | 2026-08-04 | |
| Mega WELLS FARGO & COMPANY/MN Bank | $576 | 0.01% | 300 | Shares | 2026-08-14 | |
| Mid ROTHSCHILD INVESTMENT LLC Registered adviser | $480 | 0.01% | 250 | Shares | 2026-08-06 | |
| Mid Tower Research Capital LLC (TRC) | $322 | 0.00% | 168 | Shares | 2026-08-11 | |
| Large Farther Finance Advisors, LLC Registered adviser | $208 | 0.00% | 151 | Shares | 2026-10-08 | |
| Mega FMR LLC Holding company | $115 | 0.00% | 60 | Shares | 2026-08-13 | |
| Small Elevated Capital Advisors, LLC Registered adviser | $96 | 0.00% | 50 | Shares | 2026-08-03 | |
| Mega ROYAL BANK OF CANADA Bank | $57 | 0.00% | 30 | Shares | 2026-08-14 | |
| Small Caitong International Asset Management Co., Ltd | $23 | 0.00% | 12 | Shares | 2026-08-05 | |
| Mega CITIGROUP INC Bank | $17 | 0.00% | 9 | Shares | 2026-08-03 | |
| Mid CoreCap Advisors, LLC Registered adviser | $5 | 0.00% | 4 | Shares | 2026-10-08 | |
| Large Steward Partners Investment Advisory, LLC Registered adviser | $3 | 0.00% | 2 | Shares | 2026-08-13 | |
| Large HUNTINGTON NATIONAL BANK | $1 | 0.00% | 1 | Shares | 2026-08-13 |